적절한 지식과 검증된 판단, 체리형부
Open in Telegram
Valuefs.com 본 채널의 게시물은 단순 의견 및 기록용도이고 매수-매도 등 투자권유를 의미하지 않습니다. 해당 게시물의 내용은 부정확할 수 있으며 매매에 따른 손실은 거래 당사자의 책임입니다. 해당 게시물의 내용은 어떤 경우에도 법적 근거로 사용될 수 없습니다.
Show more8 098
Subscribers
+1824 hours
+1147 days
+530 days
Data loading in progress...
Similar Channels
Tags Cloud
No data
Any problems? Please refresh the page or contact our support manager.
Incoming and Outgoing Mentions
---
---
---
---
---
---
Attracting Subscribers
July '26
July '26
+145
in 10 channels
June '26
+4
in 0 channels
Get PRO
May '26
+14
in 0 channels
Get PRO
April '26
+10
in 1 channels
Get PRO
March '26
+6
in 0 channels
Get PRO
February '26
+11
in 0 channels
Get PRO
January '26
+13
in 2 channels
Get PRO
December '25
+23
in 7 channels
Get PRO
November '25
+5
in 1 channels
Get PRO
October '25
+43
in 5 channels
Get PRO
September '25
+31
in 2 channels
Get PRO
August '25
+14
in 2 channels
Get PRO
July '25
+22
in 4 channels
Get PRO
June '25
+63
in 11 channels
Get PRO
May '25
+210
in 16 channels
Get PRO
April '25
+365
in 22 channels
Get PRO
March '25
+69
in 7 channels
Get PRO
February '25
+213
in 15 channels
Get PRO
January '25
+89
in 15 channels
Get PRO
December '24
+224
in 10 channels
Get PRO
November '24
+590
in 19 channels
Get PRO
October '240
in 0 channels
Get PRO
September '24
+13
in 3 channels
Get PRO
August '24
+60
in 10 channels
Get PRO
July '24
+40
in 2 channels
Get PRO
June '24
+281
in 14 channels
Get PRO
May '24
+137
in 14 channels
Get PRO
April '24
+164
in 9 channels
Get PRO
March '24
+84
in 9 channels
Get PRO
February '24
+221
in 18 channels
Get PRO
January '24
+50
in 3 channels
Get PRO
December '23
+168
in 22 channels
Get PRO
November '23
+102
in 9 channels
Get PRO
October '23
+82
in 14 channels
Get PRO
September '23
+1 328
in 0 channels
Get PRO
August '23
+97
in 0 channels
Get PRO
July '23
+58
in 0 channels
Get PRO
June '23
+146
in 0 channels
Get PRO
May '23
+601
in 0 channels
Get PRO
April '23
+6
in 0 channels
Get PRO
March '23
+57
in 0 channels
Get PRO
February '23
+45
in 0 channels
Get PRO
January '23
+112
in 0 channels
Get PRO
December '22
+278
in 0 channels
Get PRO
November '22
+61
in 0 channels
Get PRO
October '22
+328
in 0 channels
Get PRO
September '22
+397
in 0 channels
Get PRO
August '22
+256
in 0 channels
Get PRO
July '22
+1 006
in 0 channels
Get PRO
June '22
+857
in 0 channels
Get PRO
May '22
+449
in 0 channels
Get PRO
April '22
+878
in 0 channels
Get PRO
March '22
+3 697
in 0 channels
| Date | Subscriber Growth | Mentions | Channels | |
| 07 July | +1 | |||
| 06 July | +22 | |||
| 05 July | +79 | |||
| 04 July | +41 | |||
| 03 July | 0 | |||
| 02 July | +2 | |||
| 01 July | 0 |
Channel Posts
☘ 반도체 사이클, 처음부터 끝까지 - P와 Q, 40년의 법칙, 그리고 지금 해야 할 일
https://m.blog.naver.com/crush212121/224335960012
☘ Q 사이클 중심 - 반도체 전공정 장비주 뽀개기 시리즈
1. 램리서치
https://m.blog.naver.com/crush212121/224336575779
2. 도쿄일렉트론
https://m.blog.naver.com/crush212121/224336951101
3.원익IPS
https://m.blog.naver.com/crush212121/224337050510
4. 어플라이드 머티어리얼즈
https://m.blog.naver.com/crush212121/224337336329
5. 유진테크
https://m.blog.naver.com/crush212121/224337480788
6. 피에스케이
https://m.blog.naver.com/crush212121/224337627460
7. 테스
https://m.blog.naver.com/crush212121/224337637310
8. 브이엠
https://m.blog.naver.com/crush212121/224337637485
9. 전공정 장비주 종합 비교
https://m.blog.naver.com/crush212121/224337637691
☘ P 사이클의 전초 기지 - 반도체 유통
1. 에스에이엠티
https://m.blog.naver.com/crush212121/224336011433
☘ P 사이클의 니치 좌석 - 레거시 메모리 팹리스 시리즈
1. 제주반도체
https://m.blog.naver.com/crush212121/224337813832
2. 피델릭스
https://m.blog.naver.com/crush212121/224337814523
☘ Q 사이클의 첨병 - 반도체 클린룸 인프라주 뽀개기 시리즈
1. 세보엠이씨
https://m.blog.naver.com/crush212121/224338451064
2. 한양이엔지
https://m.blog.naver.com/crush212121/224338790313
☘ 지금은 반도체 사이클의 어디인가 - P와 Q, 두 개의 시계로 읽는 현재 위치
https://m.blog.naver.com/crush212121/224337540191
| 2 | https://m.blog.naver.com/crush212121/224338790313 | 942 |
| 3 | https://m.blog.naver.com/crush212121/224338720588 | 77 |
| 4 | https://m.blog.naver.com/crush212121/224337540191 | 1 155 |
| 5 | ☘ Q 사이클 중심 - 반도체 전공정 장비주 뽀개기 시리즈
1. 램리서치
https://m.blog.naver.com/crush212121/224336575779
2. | 1 492 |
| 6 | https://m.blog.naver.com/crush212121/224338451064 | 1 410 |
| 7 | https://m.blog.naver.com/crush212121/224337814523 | 3 226 |
| 8 | https://m.blog.naver.com/crush212121/224337813832 | 3 043 |
| 9 | https://m.blog.naver.com/crush212121/224337637691 | 1 714 |
| 10 | https://m.blog.naver.com/crush212121/224337637485 | 1 652 |
| 11 | https://m.blog.naver.com/crush212121/224337637310 | 1 626 |
| 12 | https://m.blog.naver.com/crush212121/224337627460 | 1 678 |
| 13 | https://m.blog.naver.com/crush212121/224337540191 | 446 |
| 14 | https://m.blog.naver.com/crush212121/224337480788 | 1 818 |
| 15 | https://m.blog.naver.com/crush212121/224337336329 | 1 930 |
| 16 | https://m.blog.naver.com/crush212121/224337050510 | 2 097 |
| 17 | https://m.blog.naver.com/crush212121/224336951101 | 12 697 |
| 18 | https://m.blog.naver.com/crush212121/224336575779 | 12 641 |
| 19 | https://m.blog.naver.com/crush212121/224336011433 | 12 839 |
| 20 | https://m.blog.naver.com/crush212121/224335611460 | 12 709 |
Available now! Telegram Research 2025 — the year's key insights 
